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Level 1

Auto invoice email reminder on due date

The invoice reminder emails are causing confusion.  The a customer has a future amount due the email body includes the oldest unpaid due date, and the total of all unpaid invoices.

For example:

Invoice 1 for $1,115.54 is due 6/25/2019

Invoice 2 for $150 is due 4/2/2019

Reminder sent on 4/30 shows $1,265.54 due on 4/2/2019

Clicking on "Print or Save" opens a web page correctly stating that $150 is due 4/2/2019

 

Is there a configuration option to make the email body align with the link?

6 Comments
QuickBooks Team

Re: Auto invoice email reminder on due date

Hi @Troop133,

 

At the moment, there's no available configuration option for your reminders. But I have a workaround that you can follow.

 

When sending reminders to your customers using batch actions, it'll show the total amount of all the invoices. But opening the link to one of the invoices will show the amount on a specific invoice.

 

As a workaround, you can send the reminders one at a time to make sure that the body corresponds with the information on the link. Here's how you can send the reminders one at a time:

  1. On the left panel, click on Sales.
  2. Click on the Invoices tab.
  3. Under the Receive Payment drop-down from the Action column, choose Send reminder.
  4. Click on Send.

Please let me know if you have any other concerns. I'll be around to help.

Level 1

Re: Auto invoice email reminder on due date

@Alessandra_B ,

 

Thanks for your suggestion.  Unfortunately, sending the single reminder resulted in the same email contents.  Additionally, the due date and amount are added only on the outgoing email, it is not shown in the send reminder dialog in the application.

QuickBooks Team

Re: Auto invoice email reminder on due date

Hi there, @Troop133

 

I appreciate you performing the workaround provided by my peer above. 

 

I reviewed here on my end to see if there's an ongoing investigation about this but there isn't currently one. To help isolate this issue, let's perform some troubleshooting steps. You'll first need to use a private browser since it doesn't store data in the cache and check to see if this is browser-related or not. 

 

To open a private browser, you can press Ctrl + Shift + P on your keyboard if you're using Internet Explorer and Mozilla Firefox. For Google Chrome, press Ctrl + Shift + N. If you're using Safari, press Command + Shift +N.

 

If the private browser works, you can clear the cache to get a clean slate for your regular browser. If the private browser doesn't work, I'd suggest using another compatible browser.

 

Once done, you'll need to log back into your QuickBooks Online account. Then, let's send the invoice reminders again to see if they have the correct content. 

 

If the steps above don't work, I have an alternative that you can perform. You can manually download the invoice reminder as PDF and send it to your customer's email address outside the program. This is to make sure you'll have the correct due date and amounts when sending them. 

 

Stay in touch with me how it goes after performing the steps above, @Troop133

 

I'll be on a lookout on your response. I'm always right here to help. 

Level 1

Re: Auto invoice email reminder on due date

@RaymondJayO ,

 

I typically use the downloaded Windows App, but the results were the same using a private browser.  One piece of good news is that I have isolated the issue a bit.  It appears that if the invoices were created in the reverse order, then only the selected (older) invoice is included in the reminder.  To add a bit more detail to my original example:

InvoiceInvoice DateDue DateAmountReminder Email
10098/1/20186/25/2019$1,115.54$1,115.54 due on 6/25/2019
10783/6/20194/2/2019$150$1,265.54 due on 4/2/2019

 

Working scenario:

InvoiceInvoice DateDue DateAmountReminder Email
10733/5/20194/2/2019$150$150 due on 4/2/2019
10963/6/20194/5/2019$200$350 due on 4/5/2019

 

The short version is that app assumes that an invoice created earlier is due before and invoice created later.  Are you able to submit a bug report for this?

QuickBooks Team

Re: Auto invoice email reminder on due date

Thanks for getting back to the QuickBooks Community, @Troop133.

 

Allow me to step in and help provide some additional information about the invoice reminders in QuickBooks Online (QBO).

 

I'd like to acknowledge your effort in sharing very detailed information about your concern. I also appreciate you for following the steps provided by my colleague RaymondJayO just to resolve this issue. Since the issue persists, I encourage you to get in touch with our Care Support Team. They will be able to create a new investigation for this issue and once it has been open, you’ll be receiving an email notification about the updates and progress of the investigation.

 

Here's how you can contact our customer support: 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (question mark icon) at the top right.
  3. Select Contact us to connect with a live support agent.

For additional reference, you can check this article: Invoice reminders

 

Please know that you're always welcome to post if you have any other questions about the invoice reminders. Have a good day. 

Level 10

Re: Auto invoice email reminder on due date


@Troop133 wrote:

 

 

The invoice reminder emails are causing confusion.    

 

 


"Auto invoice email reminder on due date"

 

Are you referring to the "Manage Routines" feature in Labs?

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